My Subjective Economic Commentary on Nvidia’s $5 Billion Investment in Intel

When I first read the news that Nvidia would pour $5 billion into Intel, my immediate thought was: this is not just a financial transaction, it is a reshaping of the industry map under the tidal wave of AI. Former rivals are becoming allies, and I feel this is the purest demonstration of what I … Continue reading My Subjective Economic Commentary on Nvidia’s $5 Billion Investment in Intel →

NVIDIA Q2 2025 Earnings Commentary and Industry Outlook

1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook →